Principal MidCap Growth Fund Class J (PMGJX)

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Net Asset Value
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1 Day
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Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.22%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund actively trades portfolio securities and invests its assets in the securities of foreign issuers.

Performance

1 month-8.41% 3 years+8.51%
3 months-4.68% 5 years+17.86%
1 year+26.18% Since inception+2.98%
Data through --

Peer Comparisonvs. Mid-cap growth

 PMGJXCategory
Performance 5-yr return+17.86%+22.17%
Expense ratio1.22%1.36%
Risk 5 year sharpe ratio1.141.28
Net assets$121.0M$1.3B
Average market cap$10.4B$8.4B
Average P/E29.926.2
Portfolio turnover223%223%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock90.34%
International stock7.94%
Fixed income1.94%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 20.83%
Industrial materials 19.60%
Consumer service 11.21%
Healthcare 9.95%
Business service 7.81%
Top 10 Holdings
Portfolio weighting
PXD Pioneer Natural Resources Company3.52%
HAR Harman International Industries, Inc.3.29%
NOW ServiceNow Inc3.10%
P Pandora Media Inc2.77%
MIDD Middleby Corporation2.64%
HAS Hasbro, Inc.2.61%
MHK Mohawk Industries, Inc.2.47%
ACT Actavis PLC2.41%
ILMN Illumina, Inc.2.39%
PBI Pitney Bowes Inc2.36%

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